SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,715
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$300K
3
+$294K
4
MSFT icon
Microsoft
MSFT
+$225K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$224K

Top Sells

1
+$604K
2
+$569K
3
+$412K
4
GIS icon
General Mills
GIS
+$211K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$187K

Sector Composition

1 Technology 17.49%
2 Financials 10.67%
3 Healthcare 10.6%
4 Consumer Discretionary 7.29%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$991K 0.33%
4,454
+330
52
$956K 0.32%
5,070
+47
53
$918K 0.31%
17,035
-1,586
54
$917K 0.31%
3,641
+49
55
$912K 0.3%
3,128
+8
56
$889K 0.3%
5,651
+3
57
$883K 0.29%
12,280
-10
58
$870K 0.29%
4,210
+60
59
$867K 0.29%
16,829
+319
60
$865K 0.29%
44,508
-814
61
$850K 0.28%
11,023
-136
62
$846K 0.28%
10,112
63
$829K 0.28%
3,580
+13
64
$826K 0.28%
2,408
+24
65
$799K 0.27%
4,367
66
$788K 0.26%
2,852
+43
67
$765K 0.25%
1,620
68
$760K 0.25%
110,012
-4,251
69
$727K 0.24%
11,657
-68
70
$723K 0.24%
1,275
-1
71
$699K 0.23%
1,062
+3
72
$681K 0.23%
1,895
-5
73
$666K 0.22%
2,902
74
$659K 0.22%
32,208
75
$636K 0.21%
10,040
+471
1 2
3
4 5